StockDriftsStockDriftsTop 50 Mjt & Associates Financial Advisory Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 21.7% | 201.8K | $33.5M | +2.86%(+5.61K) | $141.29(+18.00%) | 2026-09-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 16.91% | 183.8K | $26.1M | +5.14%(+8.98K) | $101.28(+38.43%) | 2026-09-30 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 16.77% | 796.9K | $25.9M | +4.54%(+34.64K) | $27.67(+23.73%) | 2026-09-30 | |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 6.84% | 209.7K | $10.6M | +20.38%(+35.50K) | $50.64(-0.54%) | 2026-09-30 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 5.44% | 84.4K | $8.4M | +7.23%(+5.69K) | $102.81(-2.26%) | 2026-09-30 | |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 4.53% | 130.0K | $7.0M | +5.91%(+7.25K) | $50.74(+9.33%) | 2026-09-30 | |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 4.16% | 71.9K | $6.4M | +9.66%(+6.33K) | $82.16(+8.33%) | 2026-09-30 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.55% | 55.4K | $5.5M | +8.43%(+4.30K) | $67.96(+37.31%) | 2026-09-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3.06% | 34.8K | $4.7M | +7.00%(+2.27K) | $111.91(+21.37%) | 2026-09-30 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 2.08% | 63.9K | $3.2M | -16.92%(-13.02K) | $50.50(-0.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.69% |
Mjt & Associates Financial Advisory Group INC reports $154.61M in US-listed equity holdings across 437 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (21.7%), IVW (16.9%) and SCHD (16.8%). The top 20 holdings account for 92.24% of reported assets. Its disclosed equity book has returned +28.10% cumulatively over 6 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mjt & Associates Financial Advisory Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065777). View Mjt & Associates Financial Advisory Group INC’s 13F filings on SEC